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Harmony Asset Management’s PGIM Ultra Short Bond ETF PULS Stock Holding History

Harmony Asset Management’s Portfolio PULS Stock Details PULS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$268K Sell
5,420
-141
-3% -$7K 0.07% 178
2026
Q2 		$276K Sell
5,561
-604
-10% -$30K 0.07% 173
2026
Q1 		$305K Sell
6,165
-80
-1% -$3.97K 0.09% 155
2025
Q4 		$310K Buy
+6,245
New +$310K 0.1% 142

Other funds holding PULS

Crane Advisory
Crane Advisory Fullerton, California $707M AUM 7.64% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
LFP
Lakeshore Financial Planning St. Clair Shores, Michigan $323M AUM 14.46% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
PA
Prairie Advisory Leawood, Kansas $863M AUM
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
PA
Persium Advisors Atlanta, Georgia $191M AUM 23.01% 1-Year Est. Return
MWC
MBM Wealth Consultants Chesterfield, Missouri $546M AUM 11.55% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return

Harmony Asset Management's PULS Position: Q3 2026 in Review

Harmony Asset Management reduced its PGIM Ultra Short Bond ETF (PULS) stake by 2.5% in Q3 2026, selling an estimated $7K and leaving 5,420 shares worth $268K. The position accounts for 0.07% of the portfolio, ranked #178.

Harmony Asset Management first reported a position in PULS in Q4 2025 and has held it in 4 quarters since. The position peaked at $310K in Q4 2025. 118 funds tracked by Wall St. Rank hold PULS as of Q3 2026.

  • Harmony Asset Management held 5,420 shares of PGIM Ultra Short Bond ETF worth $268K as of Q3 2026.
  • Harmony Asset Management sold 141 PGIM Ultra Short Bond ETF shares in Q3 2026, an estimated $7K.
  • PGIM Ultra Short Bond ETF made up 0.07% of Harmony Asset Management's portfolio in Q3 2026, its #178 holding.
  • Harmony Asset Management first reported a position in PGIM Ultra Short Bond ETF in Q4 2025 and has held it in 4 quarters since.
  • Harmony Asset Management's PGIM Ultra Short Bond ETF position peaked at $310K in Q4 2025.
  • 118 funds tracked by Wall St. Rank held PGIM Ultra Short Bond ETF as of Q3 2026.

Based on Harmony Asset Management's 13F filing for Q3 2026, filed 20 Oct 2026.